About the Position FiscalNote is seeking a Chief Product Officer that will drive change across the entirety of the organization, furthering the company's ability to deliver world-class products to our customers and accelerate our revenue growth as a result. This position will leverage the strengths of the person in the role to create transformative change with regard to the processes and practices of product-oriented teams. Empowered with trust and authority, the Chief Product Officer will contribute to, interpret, communicate, and execute on FiscalNote's strategic vision across the company's diversified product portfolio. The Chief Product Officer can expect accountability for performance against product and business metrics, and will hold their teams similarly accountable for business performance. About the FiscalNote Team FiscalNote's mission is to empower organizations with critical insights and the tools to turn them into action. FiscalNote's Product teams include product management and design. Product teams work closely with partners internally and externally to understand customer and market needs. These teams collaborate across the product portfolio to deliver solutions that solve those needs. The Chief Product Officer will join current product leaders in supporting the fulfillment of the company vision, leveraging the skills and expertise of a diverse and experienced product organization to deliver products to our customers. About You You are a product leader with the experience and ability to create transformative change. You have a vision for the future of an AI-centric world, and your ability to make vision and associated strategies tangible for others has demonstrably empowered the teams with whom you've previously worked to deliver excellent products. You are practiced at managing a complex product roadmap against goals and budgets to deliver outcomes. You welcome performance-based accountability for yourself and the teams you manage. What to Expect in this Position Set the overall product vision and direction that supports the business and drives profitable growth. Define the product vision, strategy, and roadmap to meet user needs and market demands, specifically in relation to the ways in which new AI technologies will rapidly transform the way information is consumed and acted on, especially in areas of strategic risk and opportunity including legal, policy, geopolitics, and more. Present new ideas to senior management with clearly defined value proposition, ROI calculations and user and market demands. Align product, engineering, and other teams against strategic priorities and commercial goals (i.e., near and long term revenue growth). Support product directors and product managers to ensure the product team represents the voice of the customer as they work with others in the organization including Engineering, Data Science and Operations, Design, and Business Development. Build products using a customer-focused development approach. Understand the market landscape and industry trends that will inform product strategy and the roadmap. Apply AI tools to FiscalNote's product ecosystem and implement a vision to evolve FiscalNote's technology systems to adopt cutting-edge technologies. Work closely with our GTM teams to support sales and revenue growth through partnership with our marketing, customer service, sales and account management teams. Partner with corporate development and finance teams to explore opportunities to grow inorganically and be able to plan and execute on a robust acquisition and integration strategy. Nurture a world-class team culture and be responsible for driving strategy and execution across the team. Be an advocate for the product vision and strategy to teams throughout the company and to customers and prospects. Create and communicate product roadmaps to others inside and outside the organization. Identify and execute on projects related to change management in organizational design, processes, and practices. Accountability with regard to product and business outcomes, including metrics related to usage, cost, revenue, and other key indicators of performance. What Sets You Apart: Experience as an executive responsible for product teams in the context of a global business - including product management and/or product marketing. Ability and understanding of the application of AI for legal and information service markets Substantial experience in managing senior level stakeholders. Material knowledge of software-as-a-service and information services markets. A proven track record of achieving results against corporate strategy and product vision. Many experiences defining product roadmaps in business terms, building collaboratively with design and engineering peers, and shipping releases across multiple workstreams. A strong ability to deliver compelling stories, including experience communicating concepts and ideas to engineers, creatives, and sales staff. A proven ability to influence decision-making at all levels within an organization, and in a variety of contexts. An ability to integrate as a team player and work cross-functionally, manage conflicting priorities, and drive results with creative solutions in a collaborative environment. Excited about this role, but don't meet 100% of the expected qualifications listed above? We'd still love for you to apply! FiscalNote is committed to building a diverse and inclusive workforce where unique experiences are valued and everyone has the opportunity to contribute. Research has continuously shown that women and people of color are less likely to apply to jobs unless they meet all of the listed qualifications. We want to help overcome this trend and seek to make space for unique and relevant skills and attributes. So, when applying to FiscalNote, rest assured that your application is reviewed by a living, breathing human being and evaluated based on key competencies needed for success in the position. Our Recruiting team maintains awareness of all open roles which means your application may be assessed against multiple positions and we will reach out to gauge your interest in other opportunities as appropriate. Questions or concerns? Contact , we'd be happy to connect! As part of FiscalNote's commitment to creating an accessible and inclusive hiring process, we strive to provide reasonable accommodations for persons with medical conditions or disabilities that will enable their access to the hiring process. If you need an accommodation, please send an email to to let us know the nature of your request. About FiscalNote FiscalNote is the premier information services company focused on global policy and market intelligence. By combining AI technology, expert analysis, and legislative, regulatory, and geopolitical data, FiscalNote is reinventing the way that organizations minimize risk and capitalize on opportunity. Home to CQ, Roll Call, Oxford Analytica, and VoterVoice, FiscalNote empowers more than 5,000 clients worldwide to monitor, manage, and act on the issues that matter most to them. To learn more about FiscalNote and its family of brands, visit and At FiscalNote, we Lead with Values Know your Audience Find the Truth Drive Alignment Level Up Own the Job Bias for Action Support the Family FiscalNote is continuing to hirenew talent,with all interviewing and on-boarding done virtually due to COVID-19. Newteam members, along with our current staff, will temporarily workremotely (unless communicated otherwise). Company Benefits FiscalNote supports our people by enabling team members with flexibility and benefits to promote well-being and balance, ensuring all FiscalNoters can bring their authentic selves to work. We start by offering competitive salaries, retirement accounts, and equity packages to ensure we're all FN owners. Plus, our comprehensive benefits packages align with regional requirements and expectations no matter where you are located across the globe. Learn more at . FiscalNote values diversity. We are committed to equal opportunities and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnic origin, national origin, gender, race, religious beliefs, disability, sexual orientation or age. FiscalNote is an EEOC employer. FiscalNote uses E-Verify to confirm the employment eligibility of all new employees. To learn more about E-Verify, including your rights and responsibilities, please visit .
Apr 29, 2024
Full time
About the Position FiscalNote is seeking a Chief Product Officer that will drive change across the entirety of the organization, furthering the company's ability to deliver world-class products to our customers and accelerate our revenue growth as a result. This position will leverage the strengths of the person in the role to create transformative change with regard to the processes and practices of product-oriented teams. Empowered with trust and authority, the Chief Product Officer will contribute to, interpret, communicate, and execute on FiscalNote's strategic vision across the company's diversified product portfolio. The Chief Product Officer can expect accountability for performance against product and business metrics, and will hold their teams similarly accountable for business performance. About the FiscalNote Team FiscalNote's mission is to empower organizations with critical insights and the tools to turn them into action. FiscalNote's Product teams include product management and design. Product teams work closely with partners internally and externally to understand customer and market needs. These teams collaborate across the product portfolio to deliver solutions that solve those needs. The Chief Product Officer will join current product leaders in supporting the fulfillment of the company vision, leveraging the skills and expertise of a diverse and experienced product organization to deliver products to our customers. About You You are a product leader with the experience and ability to create transformative change. You have a vision for the future of an AI-centric world, and your ability to make vision and associated strategies tangible for others has demonstrably empowered the teams with whom you've previously worked to deliver excellent products. You are practiced at managing a complex product roadmap against goals and budgets to deliver outcomes. You welcome performance-based accountability for yourself and the teams you manage. What to Expect in this Position Set the overall product vision and direction that supports the business and drives profitable growth. Define the product vision, strategy, and roadmap to meet user needs and market demands, specifically in relation to the ways in which new AI technologies will rapidly transform the way information is consumed and acted on, especially in areas of strategic risk and opportunity including legal, policy, geopolitics, and more. Present new ideas to senior management with clearly defined value proposition, ROI calculations and user and market demands. Align product, engineering, and other teams against strategic priorities and commercial goals (i.e., near and long term revenue growth). Support product directors and product managers to ensure the product team represents the voice of the customer as they work with others in the organization including Engineering, Data Science and Operations, Design, and Business Development. Build products using a customer-focused development approach. Understand the market landscape and industry trends that will inform product strategy and the roadmap. Apply AI tools to FiscalNote's product ecosystem and implement a vision to evolve FiscalNote's technology systems to adopt cutting-edge technologies. Work closely with our GTM teams to support sales and revenue growth through partnership with our marketing, customer service, sales and account management teams. Partner with corporate development and finance teams to explore opportunities to grow inorganically and be able to plan and execute on a robust acquisition and integration strategy. Nurture a world-class team culture and be responsible for driving strategy and execution across the team. Be an advocate for the product vision and strategy to teams throughout the company and to customers and prospects. Create and communicate product roadmaps to others inside and outside the organization. Identify and execute on projects related to change management in organizational design, processes, and practices. Accountability with regard to product and business outcomes, including metrics related to usage, cost, revenue, and other key indicators of performance. What Sets You Apart: Experience as an executive responsible for product teams in the context of a global business - including product management and/or product marketing. Ability and understanding of the application of AI for legal and information service markets Substantial experience in managing senior level stakeholders. Material knowledge of software-as-a-service and information services markets. A proven track record of achieving results against corporate strategy and product vision. Many experiences defining product roadmaps in business terms, building collaboratively with design and engineering peers, and shipping releases across multiple workstreams. A strong ability to deliver compelling stories, including experience communicating concepts and ideas to engineers, creatives, and sales staff. A proven ability to influence decision-making at all levels within an organization, and in a variety of contexts. An ability to integrate as a team player and work cross-functionally, manage conflicting priorities, and drive results with creative solutions in a collaborative environment. Excited about this role, but don't meet 100% of the expected qualifications listed above? We'd still love for you to apply! FiscalNote is committed to building a diverse and inclusive workforce where unique experiences are valued and everyone has the opportunity to contribute. Research has continuously shown that women and people of color are less likely to apply to jobs unless they meet all of the listed qualifications. We want to help overcome this trend and seek to make space for unique and relevant skills and attributes. So, when applying to FiscalNote, rest assured that your application is reviewed by a living, breathing human being and evaluated based on key competencies needed for success in the position. Our Recruiting team maintains awareness of all open roles which means your application may be assessed against multiple positions and we will reach out to gauge your interest in other opportunities as appropriate. Questions or concerns? Contact , we'd be happy to connect! As part of FiscalNote's commitment to creating an accessible and inclusive hiring process, we strive to provide reasonable accommodations for persons with medical conditions or disabilities that will enable their access to the hiring process. If you need an accommodation, please send an email to to let us know the nature of your request. About FiscalNote FiscalNote is the premier information services company focused on global policy and market intelligence. By combining AI technology, expert analysis, and legislative, regulatory, and geopolitical data, FiscalNote is reinventing the way that organizations minimize risk and capitalize on opportunity. Home to CQ, Roll Call, Oxford Analytica, and VoterVoice, FiscalNote empowers more than 5,000 clients worldwide to monitor, manage, and act on the issues that matter most to them. To learn more about FiscalNote and its family of brands, visit and At FiscalNote, we Lead with Values Know your Audience Find the Truth Drive Alignment Level Up Own the Job Bias for Action Support the Family FiscalNote is continuing to hirenew talent,with all interviewing and on-boarding done virtually due to COVID-19. Newteam members, along with our current staff, will temporarily workremotely (unless communicated otherwise). Company Benefits FiscalNote supports our people by enabling team members with flexibility and benefits to promote well-being and balance, ensuring all FiscalNoters can bring their authentic selves to work. We start by offering competitive salaries, retirement accounts, and equity packages to ensure we're all FN owners. Plus, our comprehensive benefits packages align with regional requirements and expectations no matter where you are located across the globe. Learn more at . FiscalNote values diversity. We are committed to equal opportunities and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnic origin, national origin, gender, race, religious beliefs, disability, sexual orientation or age. FiscalNote is an EEOC employer. FiscalNote uses E-Verify to confirm the employment eligibility of all new employees. To learn more about E-Verify, including your rights and responsibilities, please visit .
About Faculty Faculty transforms organisational performance through safe, impactful and human-led AI. We are Europe's leading applied AI company, and saw its potential a decade ago - long before the current hype cycle. We founded in 2014 with our Fellowship programme, training academics to become commercial data scientists. Today, we provide over 300 global customers with industry-leading software, and bespoke AI consultancy for retail, healthcare, energy, and governmental organisations, as well as our award winning Fellowship. Our expertise and safety credentials are such that OpenAI asked us to be their first technical partner, helping customers deploy cutting-edge generative AI safely. Our high-impact work has saved lives through forecasting NHS demand during covid, produced green energy by routing boats towards the wind, slashed marketing spend by predicting customer spending habits, and kept children safe online. AI is an epoch-defining technology. We want people to join us who can help our customers reap its enormous benefits safely. About the role Faculty's in-house legal team works to proactively address legal issues so that Faculty can drive positive impact in the world. In many cases, there will be no precedent. This is one of those rare in-house roles where your work will often be at the cutting edge. As Legal Counsel, you will be a key contributor to both the legal team and the company as a whole - working across every issue Faculty faces. You'll provide sage advice on a wide range of legal issues, with a centre of gravity around commercial & public sector contracts, IP & licensing and privacy. This position is ideal for an ambitious lawyer with experience in private practice at a leading law firm and looking for their first in-house role, or for someone seeking a new in-house role, having come from that background. As the third lawyer in the team, you will be reporting to the Senior Legal Counsel, and working closely with our General Counsel, Contracts & Compliance Manager, Legal & Compliance Associate, legal and regulatory consultants and external lawyers, as well as other Faculty staff, and technical and commercial partners. What you'll be doing Commercial Contracting: Drafting and negotiating various technology and services contracts, including enterprise and public sector agreements and procurement processes. IP: Act as subject matter expert in IP matters related to AI services, including assignments, licensing, SaaS, sub-contracting, joint ventures, and IP-related to the Frontier product Privacy: Tailor GDPR principles to the unique contexts of NHS, government, and enterprise, including drafting DPAs, DSAs, DPIAs, and provide regular GDPR training to staff. Public Sector Procurement: application to frameworks, supporting bids, contracting on government and other large scale, complex frameworks, including GCloud, and Digital Outcomes amongst many. Product: experience in SaaS products and related considerations including contracting, service level agreements and typical risks. Generative AI & LLMs: Act as subject matter expert in IP, privacy, and regulatory issues surrounding LLMs, noting that Faculty is an official partner of OpenAI. Governance & Security: Support the rollout of the company's Governance, Risk, Compliance & Ethics functions, ensuring compliance with customer security and governance requirements, and drafting internal policies. Supporting the evolution of the Ethics Panel, helping Faculty support the right customers and build the right services & products. Regulatory: Understand forthcoming AI and UK privacy regulations, clinical risk regulations, US privacy requirements, and HIPAA and advising on the best course of action in innovative areas where there are no template answers. AI Safety: have an interest in and ability to support the leadership in interpreting and articulating our response to the challenges of delivering safe, fair and ethical AI. Employment: Support the People team with UK & international employment issues, including contract updates and exit matters. Who we're looking for: Qualifications: We expect the successful candidate to have 2+ years PQE depending on appropriate skill and experience, and we are open to candidates with substantially more experience than that. Trained and qualified with a leading international law firm and worked in commercial technology and IP teams with exposure to privacy compliance. Strong background in commercial technology law, capable of providing counsel, negotiation, and drafting for complex contracts involving IP, privacy, government frameworks, product design and compliance, subcontracting & multi party agreements, compliance, and governance and able to adapt to provide support on employment, property, disputes, and risk management Core competencies: Technical excellence in commercial law, IP, and privacy, capable of adapting to a wide range of contract-related demands and legal issues. Experience of procurement law and interacting with the government is a plus. Highly organised, able to help streamline our systems and processes as we scale into a large international company. Experience with Ironclad, DocuSign, Asana and Google Workplace are pluses Self-driven, efficient, and proactive in addressing business needs requiring rapid and proactive support. Collaborative, personable and a real team player. We are a small legal team and we work closely with each other on a daily basis - we would like someone who is ready to invest in that culture and make an effort to be a great team player. We would also like someone who is able to integrate across the business and work closely with our commercial and technical delivery teams. Comfortable with data science and AI concepts and the services and products that we are delivering and that our customers require, to be able to enter into discussion and contract drafting that properly encapsulates our work. Additional skills (Beneficial): Litigation: Experience in dispute management. Corporate: Knowledge of employee equity schemes, company equity, fundraising, mergers and acquisitions, partnerships, and joint ventures. Ethics: Involvement in corporate ethics policies and processes, including customer selection and product design. International: Experience in establishing overseas entities and familiarity with US IP, licensing, and employment regulations. What we can offer you The Faculty team is diverse and distinctive, and we all come from different personal, professional and organisational backgrounds. We all have one thing in common: we are driven by a deep intellectual curiosity that powers us forward each day. This curiosity pushes us to seek truth and understanding in everything we do, to execute work in a nimble and pragmatic manner, to foster talent in one another and always to challenge assumptions. Faculty is the professional challenge of a lifetime. You'll be surrounded by an impressive group of brilliant minds working to achieve our collective goals. Our consultants, product developers, business development specialists, operations professionals and more all bring something unique to Faculty, and you'll learn something new from everyone you meet. You'll also have the opportunity to make your mark on a high-growth start-up now poised to expand internationally. Another unique aspect of this role is the exposure you will receive to a business offering both consultancy services and an AI product. From a legal perspective, this means your role will be especially diverse and no day will be the same. Fostering talent is one of our core values, it's built into our culture and what we offer. Faculty was founded by people who are passionate about continuous learning, and adding value to our people.
Apr 28, 2024
Full time
About Faculty Faculty transforms organisational performance through safe, impactful and human-led AI. We are Europe's leading applied AI company, and saw its potential a decade ago - long before the current hype cycle. We founded in 2014 with our Fellowship programme, training academics to become commercial data scientists. Today, we provide over 300 global customers with industry-leading software, and bespoke AI consultancy for retail, healthcare, energy, and governmental organisations, as well as our award winning Fellowship. Our expertise and safety credentials are such that OpenAI asked us to be their first technical partner, helping customers deploy cutting-edge generative AI safely. Our high-impact work has saved lives through forecasting NHS demand during covid, produced green energy by routing boats towards the wind, slashed marketing spend by predicting customer spending habits, and kept children safe online. AI is an epoch-defining technology. We want people to join us who can help our customers reap its enormous benefits safely. About the role Faculty's in-house legal team works to proactively address legal issues so that Faculty can drive positive impact in the world. In many cases, there will be no precedent. This is one of those rare in-house roles where your work will often be at the cutting edge. As Legal Counsel, you will be a key contributor to both the legal team and the company as a whole - working across every issue Faculty faces. You'll provide sage advice on a wide range of legal issues, with a centre of gravity around commercial & public sector contracts, IP & licensing and privacy. This position is ideal for an ambitious lawyer with experience in private practice at a leading law firm and looking for their first in-house role, or for someone seeking a new in-house role, having come from that background. As the third lawyer in the team, you will be reporting to the Senior Legal Counsel, and working closely with our General Counsel, Contracts & Compliance Manager, Legal & Compliance Associate, legal and regulatory consultants and external lawyers, as well as other Faculty staff, and technical and commercial partners. What you'll be doing Commercial Contracting: Drafting and negotiating various technology and services contracts, including enterprise and public sector agreements and procurement processes. IP: Act as subject matter expert in IP matters related to AI services, including assignments, licensing, SaaS, sub-contracting, joint ventures, and IP-related to the Frontier product Privacy: Tailor GDPR principles to the unique contexts of NHS, government, and enterprise, including drafting DPAs, DSAs, DPIAs, and provide regular GDPR training to staff. Public Sector Procurement: application to frameworks, supporting bids, contracting on government and other large scale, complex frameworks, including GCloud, and Digital Outcomes amongst many. Product: experience in SaaS products and related considerations including contracting, service level agreements and typical risks. Generative AI & LLMs: Act as subject matter expert in IP, privacy, and regulatory issues surrounding LLMs, noting that Faculty is an official partner of OpenAI. Governance & Security: Support the rollout of the company's Governance, Risk, Compliance & Ethics functions, ensuring compliance with customer security and governance requirements, and drafting internal policies. Supporting the evolution of the Ethics Panel, helping Faculty support the right customers and build the right services & products. Regulatory: Understand forthcoming AI and UK privacy regulations, clinical risk regulations, US privacy requirements, and HIPAA and advising on the best course of action in innovative areas where there are no template answers. AI Safety: have an interest in and ability to support the leadership in interpreting and articulating our response to the challenges of delivering safe, fair and ethical AI. Employment: Support the People team with UK & international employment issues, including contract updates and exit matters. Who we're looking for: Qualifications: We expect the successful candidate to have 2+ years PQE depending on appropriate skill and experience, and we are open to candidates with substantially more experience than that. Trained and qualified with a leading international law firm and worked in commercial technology and IP teams with exposure to privacy compliance. Strong background in commercial technology law, capable of providing counsel, negotiation, and drafting for complex contracts involving IP, privacy, government frameworks, product design and compliance, subcontracting & multi party agreements, compliance, and governance and able to adapt to provide support on employment, property, disputes, and risk management Core competencies: Technical excellence in commercial law, IP, and privacy, capable of adapting to a wide range of contract-related demands and legal issues. Experience of procurement law and interacting with the government is a plus. Highly organised, able to help streamline our systems and processes as we scale into a large international company. Experience with Ironclad, DocuSign, Asana and Google Workplace are pluses Self-driven, efficient, and proactive in addressing business needs requiring rapid and proactive support. Collaborative, personable and a real team player. We are a small legal team and we work closely with each other on a daily basis - we would like someone who is ready to invest in that culture and make an effort to be a great team player. We would also like someone who is able to integrate across the business and work closely with our commercial and technical delivery teams. Comfortable with data science and AI concepts and the services and products that we are delivering and that our customers require, to be able to enter into discussion and contract drafting that properly encapsulates our work. Additional skills (Beneficial): Litigation: Experience in dispute management. Corporate: Knowledge of employee equity schemes, company equity, fundraising, mergers and acquisitions, partnerships, and joint ventures. Ethics: Involvement in corporate ethics policies and processes, including customer selection and product design. International: Experience in establishing overseas entities and familiarity with US IP, licensing, and employment regulations. What we can offer you The Faculty team is diverse and distinctive, and we all come from different personal, professional and organisational backgrounds. We all have one thing in common: we are driven by a deep intellectual curiosity that powers us forward each day. This curiosity pushes us to seek truth and understanding in everything we do, to execute work in a nimble and pragmatic manner, to foster talent in one another and always to challenge assumptions. Faculty is the professional challenge of a lifetime. You'll be surrounded by an impressive group of brilliant minds working to achieve our collective goals. Our consultants, product developers, business development specialists, operations professionals and more all bring something unique to Faculty, and you'll learn something new from everyone you meet. You'll also have the opportunity to make your mark on a high-growth start-up now poised to expand internationally. Another unique aspect of this role is the exposure you will receive to a business offering both consultancy services and an AI product. From a legal perspective, this means your role will be especially diverse and no day will be the same. Fostering talent is one of our core values, it's built into our culture and what we offer. Faculty was founded by people who are passionate about continuous learning, and adding value to our people.
Head of Accounting & Fund Administration, EVP page is loaded Head of Accounting & Fund Administration, EVP Bewerben locations London, England Krakow, Poland Luxembourg, Luxembourg Dublin 18, Ireland Milan, Italy time type Full time posted on Gestern ausgeschrieben job requisition id R-747711 This business critical role is based in Europe. We are open to considering qualified candidates based in significant locations where we operate in Europe which includes the UK, Ireland, Germany, Poland. Switzerland, Italy or Luxembourg. State Street is a global provider with $44 trillion in assets under custody and/or administration and $3.7 trillion under management. Our investment servicing business provides solutions to some of the worlds most sophisticated institutional investors through our enterprise outsourcing capabilities, underpinned by our integrated front-to-back State Street Alpha SM platform. Global Delivery manages our custody, accounting, fund administration, alternatives, middle office, transfer agency and on-boarding operations. Our team of close to 23,000 employees operate across 22 countries around the world delivering integrated solutions to support our clients as they grow and innovate creating better outcomes for the people they serve. Figures as of Q3 2023 The Head of Accounting & Fund Administration is responsible for organization, management and delivery of the entire suite of accounting and related services to clients. The Head of Accounting & Fund Administration is a member of the Global Delivery Leadership team and Investment Services Extended Management Team. They have accountability for operations, service delivery to clients as well as driving strategy to ensure we deliver on financial, control and other priorities. The Head of Accounting & Fund Administration is responsible for leading, and developing a global team of over 7,500 people focused on the following core activities; Multi-jurisdictional accounting including daily share class net asset value calculation Maintaining client books and records in accordance with agreed accounting standards Asset valuation and securities pricing including portfolio valuation and fund fair valuation Production of financial statements, regulatory reports and provision of fund tax services Statutory reporting to clients, regulatory authorities and other agreed third parties The Head of Accounting & Fund Administration is responsible and accountable for ensuring: Accounting and fund administration activities are performed, and services are delivered to clients in accordance with all contractual and client service level agreements. High standards of accuracy and timeliness, delivering services in an efficient and controlled manner with a continuous focus on improving quality and productivity Operating policies, procedures and controls are documented, adhered to and are compliant with relevant SOC/ISAE controls and regulatory requirements. Key metrics, performance and risk indicators are in place to track volumes, manage growth, service delivery quality, cost, productivity, efficiency and risk Financial performance to operating plan, forecasts are accurate, headcount and expenses are actively managed and agreed efficiency targets are achieved. Client relationships are actively developed and managed on a professional basis, regular operational service reviews are conducted, actions are documented and completed. Accounting and fund administration are appropriately represented, prepare for and actively participate at client meetings, presentations and due diligence reviews. Thorough review of new business and service requests including operating model design, resource and technology requirements and risk assessments Operating models are best in class, scalable, leverage global process standards where possible and clients are serviced on strategic technology platforms. Optimal organization, resources are available and advance planning occurs to cater for growth, on-boarding, conversions, regulatory and other major projects Engagement with global technology and vendors on the functional specification, testing and successful on-time delivery of new applications and/or software upgrades. Effective team building, training, development, talent and succession planning with a focus on setting challenging but realistic performance and stretch goals. Executive Committee, legal entity boards, second and third lines of defense are informed of relevant operational and service issues, risks and risk events in a timely manner. Awareness of relevant industry and product developments, market trends and regulatory changes impacting operations, our clients and market participants Development and execution of agreed business plans providing input into the formulation of Global Delivery and operations global strategy Control, risk, compliance/ethics and internal audit reviews or inspections are fully supported and there are no open or overdue actions for Accounting. Conflicts of interest (potential, actual, personal and business) are managed in accordance with corporate policy, and we operate with the highest standards of integrity Compliance with all corporate and local policies and procedures with particular focus on health and safety, operational and third party risk, resiliency and business continuity The candidate for this role will possess and/or be able to demonstrate, A proven track record at a senior global level in asset servicing or asset management. Over 15 years' leadership experience within operations and or technology Solid technical knowledge of accounting and fund services. Deep experience interfacing at a senior level with clients across product segments, third party managers and regulators Strong team leadership, coaching, mentoring, communication and presentation skills with s focus on talent management, optimizing technology and managing operational risk Excellent leadership skills influencing global cross-functional teams with a focus on pro-active communication and managing multiple stakeholders across the enterprise. Exceptional communication and relationship management skills, with an ability to think strategically, manage complexity, significant change and multiple key priorities. Commercially astute with an ability to manage during periods of uncertainty with extensive experience in managing client service delivery and business growth. Demonstrated resiliency and track record of driving operational improvement; Energy, enthusiasm and an obsession with service quality and delivering to clients/stakeholders. A relevant graduate degree or master's qualification that can be leveraged in this role. Ähnliche Stellen (5) Fund accounting - IMA Italy- Senior Associate locations Milan, Italy time type Full time posted on Vor 17 Tagen ausgeschrieben Fund Accounting- Senior Associate locations Zurich, Switzerland time type Full time posted on Vor 23 Tagen ausgeschrieben Alternatives Fund Accounting & Administration, Assistant Vice President locations Luxembourg, Luxembourg time type Full time posted on Vor 2 Tagen ausgeschrieben Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our company values. It's also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You'll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us. As an Affirmative Action/Equal Opportunity Employer, we consider applications for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. For more information, for U.S. jobs only, please read our CEO Statement .
Apr 25, 2024
Full time
Head of Accounting & Fund Administration, EVP page is loaded Head of Accounting & Fund Administration, EVP Bewerben locations London, England Krakow, Poland Luxembourg, Luxembourg Dublin 18, Ireland Milan, Italy time type Full time posted on Gestern ausgeschrieben job requisition id R-747711 This business critical role is based in Europe. We are open to considering qualified candidates based in significant locations where we operate in Europe which includes the UK, Ireland, Germany, Poland. Switzerland, Italy or Luxembourg. State Street is a global provider with $44 trillion in assets under custody and/or administration and $3.7 trillion under management. Our investment servicing business provides solutions to some of the worlds most sophisticated institutional investors through our enterprise outsourcing capabilities, underpinned by our integrated front-to-back State Street Alpha SM platform. Global Delivery manages our custody, accounting, fund administration, alternatives, middle office, transfer agency and on-boarding operations. Our team of close to 23,000 employees operate across 22 countries around the world delivering integrated solutions to support our clients as they grow and innovate creating better outcomes for the people they serve. Figures as of Q3 2023 The Head of Accounting & Fund Administration is responsible for organization, management and delivery of the entire suite of accounting and related services to clients. The Head of Accounting & Fund Administration is a member of the Global Delivery Leadership team and Investment Services Extended Management Team. They have accountability for operations, service delivery to clients as well as driving strategy to ensure we deliver on financial, control and other priorities. The Head of Accounting & Fund Administration is responsible for leading, and developing a global team of over 7,500 people focused on the following core activities; Multi-jurisdictional accounting including daily share class net asset value calculation Maintaining client books and records in accordance with agreed accounting standards Asset valuation and securities pricing including portfolio valuation and fund fair valuation Production of financial statements, regulatory reports and provision of fund tax services Statutory reporting to clients, regulatory authorities and other agreed third parties The Head of Accounting & Fund Administration is responsible and accountable for ensuring: Accounting and fund administration activities are performed, and services are delivered to clients in accordance with all contractual and client service level agreements. High standards of accuracy and timeliness, delivering services in an efficient and controlled manner with a continuous focus on improving quality and productivity Operating policies, procedures and controls are documented, adhered to and are compliant with relevant SOC/ISAE controls and regulatory requirements. Key metrics, performance and risk indicators are in place to track volumes, manage growth, service delivery quality, cost, productivity, efficiency and risk Financial performance to operating plan, forecasts are accurate, headcount and expenses are actively managed and agreed efficiency targets are achieved. Client relationships are actively developed and managed on a professional basis, regular operational service reviews are conducted, actions are documented and completed. Accounting and fund administration are appropriately represented, prepare for and actively participate at client meetings, presentations and due diligence reviews. Thorough review of new business and service requests including operating model design, resource and technology requirements and risk assessments Operating models are best in class, scalable, leverage global process standards where possible and clients are serviced on strategic technology platforms. Optimal organization, resources are available and advance planning occurs to cater for growth, on-boarding, conversions, regulatory and other major projects Engagement with global technology and vendors on the functional specification, testing and successful on-time delivery of new applications and/or software upgrades. Effective team building, training, development, talent and succession planning with a focus on setting challenging but realistic performance and stretch goals. Executive Committee, legal entity boards, second and third lines of defense are informed of relevant operational and service issues, risks and risk events in a timely manner. Awareness of relevant industry and product developments, market trends and regulatory changes impacting operations, our clients and market participants Development and execution of agreed business plans providing input into the formulation of Global Delivery and operations global strategy Control, risk, compliance/ethics and internal audit reviews or inspections are fully supported and there are no open or overdue actions for Accounting. Conflicts of interest (potential, actual, personal and business) are managed in accordance with corporate policy, and we operate with the highest standards of integrity Compliance with all corporate and local policies and procedures with particular focus on health and safety, operational and third party risk, resiliency and business continuity The candidate for this role will possess and/or be able to demonstrate, A proven track record at a senior global level in asset servicing or asset management. Over 15 years' leadership experience within operations and or technology Solid technical knowledge of accounting and fund services. Deep experience interfacing at a senior level with clients across product segments, third party managers and regulators Strong team leadership, coaching, mentoring, communication and presentation skills with s focus on talent management, optimizing technology and managing operational risk Excellent leadership skills influencing global cross-functional teams with a focus on pro-active communication and managing multiple stakeholders across the enterprise. Exceptional communication and relationship management skills, with an ability to think strategically, manage complexity, significant change and multiple key priorities. Commercially astute with an ability to manage during periods of uncertainty with extensive experience in managing client service delivery and business growth. Demonstrated resiliency and track record of driving operational improvement; Energy, enthusiasm and an obsession with service quality and delivering to clients/stakeholders. A relevant graduate degree or master's qualification that can be leveraged in this role. Ähnliche Stellen (5) Fund accounting - IMA Italy- Senior Associate locations Milan, Italy time type Full time posted on Vor 17 Tagen ausgeschrieben Fund Accounting- Senior Associate locations Zurich, Switzerland time type Full time posted on Vor 23 Tagen ausgeschrieben Alternatives Fund Accounting & Administration, Assistant Vice President locations Luxembourg, Luxembourg time type Full time posted on Vor 2 Tagen ausgeschrieben Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our company values. It's also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You'll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us. As an Affirmative Action/Equal Opportunity Employer, we consider applications for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. For more information, for U.S. jobs only, please read our CEO Statement .
CBRE is recruiting a Divisional Head of Risk & Compliance for our UK and Ireland Advisory business division. Reporting to the UK Chief Operating Officer with a dotted line to the EMEA Regional Compliance function, the successful candidate will support the UK Risk Management Committee in identifying, documenting, managing, and monitoring key strategic, regulatory and compliance risks. The role will also be responsible for the delivery of CBRE's global Ethics and Compliance program in the UK and Ireland, through local compliance personnel. The Divisional Head of Risk and Compliance will be expected to foster and sustain effective and collaborative relationships with key stakeholders across the UK and Ireland, Continental Europe and wider global CBRE business. The role will be a key partner to support functions and to the wider regional and global compliance community, working closely with the Finance and Controllership functions, UK, Ireland and EMEA Legal teams, People and Learning & Development, Procurement Communications, Digital & Technology and Internal Audit. Key Responsibilities RISK MANAGEMENT • Act as a strategic partner to the UK Risk Management Committee and Senior Leadership in the UK and Ireland, advising the business on the development and execution of the Risk Management programme. • Own and manage the UK risk register, presenting to Risk Management Committee, and making suggestion as to risk mitigation and continued improvement. • To create and deliver a Risk based monitoring programme for Board approval and reporting, including regular review and updates • Support the UK and Ireland Division's contribution to CBRE's global Enterprise Risk Management programme, including feedback on the global Business Risk Inventory. • Facilitate the execution of CBRE's Regulatory and Compliance Risk Assessment activities and foster a senior management culture of empowerment and engagement with Compliance risks. • Oversee CBRE's strategic relationships with, and support internal stakeholders working regularly with, our key regulatory bodies, including the RICS, the Financial Conduct Authority, HMRC, and the ICO. • Support corporate governance involving external risk reporting to stakeholders or clients • Partner with Risk Management colleagues across CBRE's global network, and with our regulated business activities in Continental Europe. COMPLIANCE • Act as a trusted advisor to UK and Ireland management, ensuring CBRE's business objectives are achieved ethically and in compliance with our policies and the law. • Shape the vision and direction for Ethics and Compliance program in UK and Ireland and champion CBRE's RISE Values of Respect, Integrity, Service and Excellence. • Maintain CBRE's risk-based Ethics and Compliance programme, and proactively identify gaps within in the Division, to help improve overall programme performance. • Roll out global Ethics and Compliance strategies and initiatives in UK and Ireland to raise awareness of, and raise the standards for, ethics and integrity in our business operations. • Creation and maintenance of policies and procedures to ensure compliance with applicable laws, regulations, and industry codes, in alignment with global policy suite. • Support UK and Ireland leadership with compliance communications and training to all levels of the business, including promotion of the Ethics Helpline and a Speak Up culture, • Work with management to ensure the business meets completion targets for global Ethics and Compliance certifications and training • Oversee the execution of internal investigations in the UK and Ireland including, where necessary, directly leading and completing investigations end-to-end. • Oversee completion of AML checks and KYC screening for all clients in accordance with CBRE guidelines and timeframes by those responsible. • Work with CBRE's M&A team on compliance diligence and risk areas in the UK and Ireland, supporting integration of the Compliance program in newly acquired companies • Report to UK and Ireland management and to Regional and Global compliance on key Compliance initiatives and activities. • Serve as an alternative, confidential point of contact for employees to communicate perceived serious process irregularities, such as fraud. QUALITY AND BEST PRACTICE • Manage and Oversee delivery of CBRE UK's Quality management and Best Practice team, supporting the development and delivery of CBRE's ISO Certification program and the associated internal and external audits. • To oversee the management of client complaints and to work closely with management to ensure that full investigation, remediation, and close-out happens within agreed timeframes PEOPLE MANAGEMENT • Lead, and grow over time, a high-performing and engaged team of Compliance professionals, consisting of the UK Compliance Director, Business Process Improvement Manager, Best Practice Liaison Manager, AML analysts and Monitoring professionals. • Attract, select, develop, and retain key talent to the UK and Ireland Compliance function. • Responsible for all aspects of staff management within your team, including but not limited to recruitment, induction, setting objectives, appraisals, team meetings, training, compliance, performance management and staffing levels • Supporting the UK and Ireland participants in the Global Ethics and Compliance Ambassadors program, including participating in and where appropriate presenting to Ethics and Compliance Ambassadors monthly training sessions Person Specification/Requirements ESSENTIAL • Four-year and advanced degrees with a preference in Business Administration, Law, Accounting, Finance or related field. • A professional designation in Compliance, Internal Audit, Accounting, Risk Management or Legal practice areas • Ability to comprehend, analyse, and interpret the most complex business documents. Ability to respond effectively to the most sensitive issues. Ability to write reports, manuals, speeches and articles using distinctive style. Ability to make effective and persuasive presentations on complex topics to employees, clients, top management and/or public groups. Ability to motivate and negotiate effectively with key employees, top management, and client groups to take desired action. • Requires in-depth knowledge of financial terms, principles and compliance. Reviews complex financial/business analysis and reports prepared by subordinates. Ability to analyse the most complex business/financial data and develop innovative solutions. Develops and implements financial policies and procedures. Approves and oversees department budget. • Advanced knowledge of computer software and hardware (i.e. Microsoft Office suite products). Advanced organizational skills, attention to detail. Ability to work well under pressure with proactive approach to routine and non-routine occurrences • Minimum of 15 years professional level compliance, accounting, or legal experience. • Ability to solve advanced problems and deal with a variety of options in complex situations. Requires expert level analytical and quantitative skills with proven experience in developing strategic solutions for a growing matrix-based multi-industry sales environment. Draws upon the analysis of others and makes recommendations that have a direct impact on the company. • Occasional regional / overseas travel to other working locations when required by the business • Leads by example and models behaviours that are consistent with the company's values. • Collaborative and commercially minded, ensuring decisions are made with in-depth understanding and interpretation of procedures, company policies and business practices to achieve complex results. • Responsible for setting project, department and/or division deadlines. Errors in judgment may cause long-term impact to line of business and/or overall company. DESIRABLE • Associate or Chartered Membership of the RICS • Certifications in Anti-Money Laundering and Sanctions, Internal Investigations and Fraud, or in Financial Services regulation • Prior experience in real estate investment and advisory, or related service organizations.
Sep 24, 2022
Full time
CBRE is recruiting a Divisional Head of Risk & Compliance for our UK and Ireland Advisory business division. Reporting to the UK Chief Operating Officer with a dotted line to the EMEA Regional Compliance function, the successful candidate will support the UK Risk Management Committee in identifying, documenting, managing, and monitoring key strategic, regulatory and compliance risks. The role will also be responsible for the delivery of CBRE's global Ethics and Compliance program in the UK and Ireland, through local compliance personnel. The Divisional Head of Risk and Compliance will be expected to foster and sustain effective and collaborative relationships with key stakeholders across the UK and Ireland, Continental Europe and wider global CBRE business. The role will be a key partner to support functions and to the wider regional and global compliance community, working closely with the Finance and Controllership functions, UK, Ireland and EMEA Legal teams, People and Learning & Development, Procurement Communications, Digital & Technology and Internal Audit. Key Responsibilities RISK MANAGEMENT • Act as a strategic partner to the UK Risk Management Committee and Senior Leadership in the UK and Ireland, advising the business on the development and execution of the Risk Management programme. • Own and manage the UK risk register, presenting to Risk Management Committee, and making suggestion as to risk mitigation and continued improvement. • To create and deliver a Risk based monitoring programme for Board approval and reporting, including regular review and updates • Support the UK and Ireland Division's contribution to CBRE's global Enterprise Risk Management programme, including feedback on the global Business Risk Inventory. • Facilitate the execution of CBRE's Regulatory and Compliance Risk Assessment activities and foster a senior management culture of empowerment and engagement with Compliance risks. • Oversee CBRE's strategic relationships with, and support internal stakeholders working regularly with, our key regulatory bodies, including the RICS, the Financial Conduct Authority, HMRC, and the ICO. • Support corporate governance involving external risk reporting to stakeholders or clients • Partner with Risk Management colleagues across CBRE's global network, and with our regulated business activities in Continental Europe. COMPLIANCE • Act as a trusted advisor to UK and Ireland management, ensuring CBRE's business objectives are achieved ethically and in compliance with our policies and the law. • Shape the vision and direction for Ethics and Compliance program in UK and Ireland and champion CBRE's RISE Values of Respect, Integrity, Service and Excellence. • Maintain CBRE's risk-based Ethics and Compliance programme, and proactively identify gaps within in the Division, to help improve overall programme performance. • Roll out global Ethics and Compliance strategies and initiatives in UK and Ireland to raise awareness of, and raise the standards for, ethics and integrity in our business operations. • Creation and maintenance of policies and procedures to ensure compliance with applicable laws, regulations, and industry codes, in alignment with global policy suite. • Support UK and Ireland leadership with compliance communications and training to all levels of the business, including promotion of the Ethics Helpline and a Speak Up culture, • Work with management to ensure the business meets completion targets for global Ethics and Compliance certifications and training • Oversee the execution of internal investigations in the UK and Ireland including, where necessary, directly leading and completing investigations end-to-end. • Oversee completion of AML checks and KYC screening for all clients in accordance with CBRE guidelines and timeframes by those responsible. • Work with CBRE's M&A team on compliance diligence and risk areas in the UK and Ireland, supporting integration of the Compliance program in newly acquired companies • Report to UK and Ireland management and to Regional and Global compliance on key Compliance initiatives and activities. • Serve as an alternative, confidential point of contact for employees to communicate perceived serious process irregularities, such as fraud. QUALITY AND BEST PRACTICE • Manage and Oversee delivery of CBRE UK's Quality management and Best Practice team, supporting the development and delivery of CBRE's ISO Certification program and the associated internal and external audits. • To oversee the management of client complaints and to work closely with management to ensure that full investigation, remediation, and close-out happens within agreed timeframes PEOPLE MANAGEMENT • Lead, and grow over time, a high-performing and engaged team of Compliance professionals, consisting of the UK Compliance Director, Business Process Improvement Manager, Best Practice Liaison Manager, AML analysts and Monitoring professionals. • Attract, select, develop, and retain key talent to the UK and Ireland Compliance function. • Responsible for all aspects of staff management within your team, including but not limited to recruitment, induction, setting objectives, appraisals, team meetings, training, compliance, performance management and staffing levels • Supporting the UK and Ireland participants in the Global Ethics and Compliance Ambassadors program, including participating in and where appropriate presenting to Ethics and Compliance Ambassadors monthly training sessions Person Specification/Requirements ESSENTIAL • Four-year and advanced degrees with a preference in Business Administration, Law, Accounting, Finance or related field. • A professional designation in Compliance, Internal Audit, Accounting, Risk Management or Legal practice areas • Ability to comprehend, analyse, and interpret the most complex business documents. Ability to respond effectively to the most sensitive issues. Ability to write reports, manuals, speeches and articles using distinctive style. Ability to make effective and persuasive presentations on complex topics to employees, clients, top management and/or public groups. Ability to motivate and negotiate effectively with key employees, top management, and client groups to take desired action. • Requires in-depth knowledge of financial terms, principles and compliance. Reviews complex financial/business analysis and reports prepared by subordinates. Ability to analyse the most complex business/financial data and develop innovative solutions. Develops and implements financial policies and procedures. Approves and oversees department budget. • Advanced knowledge of computer software and hardware (i.e. Microsoft Office suite products). Advanced organizational skills, attention to detail. Ability to work well under pressure with proactive approach to routine and non-routine occurrences • Minimum of 15 years professional level compliance, accounting, or legal experience. • Ability to solve advanced problems and deal with a variety of options in complex situations. Requires expert level analytical and quantitative skills with proven experience in developing strategic solutions for a growing matrix-based multi-industry sales environment. Draws upon the analysis of others and makes recommendations that have a direct impact on the company. • Occasional regional / overseas travel to other working locations when required by the business • Leads by example and models behaviours that are consistent with the company's values. • Collaborative and commercially minded, ensuring decisions are made with in-depth understanding and interpretation of procedures, company policies and business practices to achieve complex results. • Responsible for setting project, department and/or division deadlines. Errors in judgment may cause long-term impact to line of business and/or overall company. DESIRABLE • Associate or Chartered Membership of the RICS • Certifications in Anti-Money Laundering and Sanctions, Internal Investigations and Fraud, or in Financial Services regulation • Prior experience in real estate investment and advisory, or related service organizations.